Financial Advisory - Wealth Strategist

Kestra • Alpharetta, GA

5d • Onsite

About The Position

As the Wealth Strategist with ClariVise Private Wealth, you will play an important role in enhancing the client experience by bringing clarity to financial planning. You will support the team throughout the financial planning process, including client presentations and reviews, and conduct due diligence on proprietary investment portfolios.

Requirements

• 2 minimum years of experience
• Experience or strong interest in financial planning and wealth management
• Proficiency in PowerPoint and Excel for client-facing and internal materials
• Strong organizational skills with high attention to detail and accuracy
• Professional communication skills for client and advisor interaction
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Commitment to learning and applying new planning concepts, tools, and technology

Nice To Haves

• Series 7 and 63 preferred but not required
• Undergraduate Degree preferred
• Working knowledge of financial planning software (e.g., eMoney preferred)
• Understanding of investment concepts and model portfolios (preferred)
• Familiarity with compliance standards and regulatory requirements (FINRA knowledge preferred)

Responsibilities

• Gather and process client data during the planning process and data gathering meeting.
• Enter information in eMoney planning software and run financial plan for team.
• Assist team with making PowerPoint strategy presentations for client meetings.
• Maintain client contact during the financial planning process. Answer questions and provide available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Review client information for client review meetings.
• Help with investment research with product companies as it pertains to our model portfolios and changes/review each quarter.
• Assist the Advisors in preparing for client meetings including agendas, illustrations, and presentations, and sending pre-meeting email and post-meeting follow-up tasks and emails
• Communicate with Advisors and team members regarding work in progress
• Update client files in an organized and using established practices
• Assist Advisors with client communication and recommendations
• Participate in regular staff and financial planning meetings
• Continue to learn and integrate new financial planning concepts and software into client plans and presentations
• Help process financial transactions such as cashiering, and trades per advisor requests
• Follow rules and regulations as shared and required by the firm and FINRA.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees